WNC at a glance
WABASH NATIONAL Corp (WNC, SEC CIK 879526) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), WABASH NATIONAL Corp (WNC) reported revenue of $1.5 billion (down 20.8% from FY2024) and net income of $211.5 million. Diluted EPS was $5.07.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding WABASH NATIONAL Corp (WNC) shares worth $262.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Glazner Mary Kristin on September 14, 2026 of 10,000 shares at $12.25 per share.
- In the last 90 days, WNC insiders reported 0 open-market purchases ($0) and 1 open-market sale ($123K) on Form 4, a net sale of $123K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- −20.8% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$123K
- 13F holders
- 28 funds
- $262.2M · −1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $417.2M, down $41.6M or 9.1% YoY
- Gross margin 3.7% vs 9.0% YoY
- Best segment Parts & Services sales $63.4M, up 6.1%; margin 14.7% vs 21.4%
- Worst segment Transportation Solutions sales $354.7M, down 11.4%; margin 1.7% vs 7.1%
- Liquidity $192.8M vs $235.3M at December 31, 2025; $6.8M dividends paid in six months
Risk Factors
- New trade-remedy risk triggered by November 2025 petitions over dumped and subsidized imports from China, Canada, and Mexico
- Regulatory exposure: ITC final injury determination expected during third quarter 2026
- Customer concentration: five largest customers represented approximately 35% of 2025 aggregate net sales
- AI governance risk: increasing artificial-intelligence use may heighten cybersecurity, liability, and regulatory exposure
- Ownership transition risk: 100% ownership of Linq Venture Holdings began January 1, 2026, increasing execution dependence on its marketplace strategy
AI summary of the WNC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor-conference presentation dated September 24, 2026, incorporated as Exhibit 99.1
- Potentially material investor messaging and updated outlook contained in the presentation
Item 1.01: Entry into a Material Definitive Agreement
- $300 million revolving facility through August 12, 2031, supporting liquidity and working-capital needs
- Expansion option for up to $175 million, subject to lender commitments and other conditions
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Sudhanshu Priyadarshi resigning as director effective August 1, 2026
- Resignation not related to disagreement with Wabash National or its Board
AI summaries of WNC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WNC
Don't miss the next WNC filing
- Alerts as it files. A push when WNC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WNC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Glazner Mary Kristin | Sell | Sep 14, 2026 | 10,000 | $12.25 |
| Magee Larry J | A | May 13, 2026 | 21,866 | - |
| Murtlow Ann D. | A | May 13, 2026 | 21,866 | - |
| Boss John G. | A | May 13, 2026 | 21,866 | - |
| TAYLOR STUART A II | A | May 13, 2026 | 21,866 | - |
| Broberg Trent | A | May 13, 2026 | 21,866 | - |
| BASSETT THERESE M | A | May 13, 2026 | 21,866 | - |
| SORENSEN SCOTT K | A | May 13, 2026 | 21,866 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.9B | $1.5B |
| Gross Profit | - | $265.1M | $69.9M |
| Operating Income | - | -$356.1M | $307.5M |
| Net Income | - | -$284.1M | $211.5M |
| Gross Margin | - | 13.6% | 4.5% |
| Op. Margin | - | -18.3% | 19.9% |
| Net Margin | - | -14.6% | 13.7% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.4B | $1.2B |
| Equity | $549.5M | $188.8M | $367.4M |
| ROE | - | -150.4% | 57.6% |
| Per Share | |||
| EPS | - | $-6.40 | $5.07 |
| Cash Flow | |||
| Operating CF | - | $117.3M | $11.7M |
| CapEx | - | $72.2M | $24.7M |
Source: XBRL data in WABASH NATIONAL Corp (WNC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WNC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $262.2M |
| Q1 2026 | 29 | $167.0M |
| Q4 2025 | 26 | $168.2M |
| Q3 2025 | 25 | $180.5M |
| Q2 2025 | 26 | $173.5M |
| Q1 2025 | 24 | $149.5M |
| Q4 2024 | 21 | $226.7M |
| Q3 2024 | 18 | $162.6M |
- Citadel Advisors LLC+553.6K (+531%)
- BlackRock+256.4K (+8%)
- Bank of America Corp+132.0K (+60%)
- Ameriprise Financial+102.8K (+8%)
- Two Sigma Investments+91.5K (+26%)
- FMR LLC (Fidelity)−212.7K (-9%)
- D.E. Shaw & Co−194.5K (-9%)
- Goldman Sachs Group−167.5K (-13%)
- Morgan Stanley−163.9K (-20%)
- AQR Capital Management−148.5K (-37%)
- Raymond James Financial+53.9K
- Millennium Management−154.9K
- NICOLET BANKSHARES INC−15.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 197 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WNC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - |
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WNC SEC filings: frequently asked questions
Are WNC insiders buying or selling?
In the last 90 days, WABASH NATIONAL Corp (WNC) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $122,500 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WNC stock?
As of June 30, 2026, the largest WABASH NATIONAL Corp (WNC) holders among the 13F filers tracked by SignalX were BlackRock ($47.1 million), FMR LLC (Fidelity) ($28.6 million), D.E. Shaw & Co ($27.9 million), Vanguard Capital Management LLC ($23.4 million), Dimensional Fund Advisors ($22.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WNC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WABASH NATIONAL Corp (WNC) reported revenue of $1.5 billion (down 20.8% from FY2024) and net income of $211.5 million. Diluted EPS was $5.07. The figures come from the XBRL data in the 10-K.
What did WNC report in its latest 8-K?
WABASH NATIONAL Corp (WNC) filed an 8-K on September 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor-conference presentation dated September 24, 2026, incorporated as Exhibit 99.1.
What are the latest WNC SEC filings?
WABASH NATIONAL Corp (WNC) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on September 15, 2026.
What is WNC's SEC CIK number?
WABASH NATIONAL Corp (WNC)'s SEC Central Index Key (CIK) is 879526. EDGAR lists every WNC filing under that number.
Ask anything about WNC
The research agent reads WNC's filings, financials, insider trades and 13F holders, then answers with sources.